Enrollment Associate

Centers Plan for Healthy Living

Staten Island,NY



The Enrollment Associate position is responsible for processing referrals/applications in an accurate and timely manner, entering all information into Case Trakker, communicating with appropriate departments as needed, maintaining accurate records, and appropriately escalating any issues that arise. The Enrollment Associate understands and easily communicates the eligibility criteria for the line of business they work under, and utilizes those programs and software necessary for accurate processing of all referrals/applications received.


  • Receives and processes referrals/applications in a timely manner
  • Accurately enters data into CaseTrakker, the CPHL database of record
  • Completes assigned tasks accurately following all workflows
  • Maintains departmental records and files, and submits reports as needed
  • Professional and timely intra and inter-departmental communication
  • Maintains contacts with outside vendors and other entities as needed
  • Up-to-date knowledge of eligibility criteria and benefits of plan
  • Complies with all CPHL standards for documentation
  • Maintains member confidentiality and compliance with HIPAA requirements
  • Participates in quality improvement initiatives
  • Recognizes any operational challenges/quality issues and escalate appropriately, suggesting process improvements
  • Other duties as assigned

Education and Skills:

Type of Experience

Work with databases, data entry, and Excel a plus

Experience with health insurance plans and enrollment procedures preferred

Education and Skills

HS Diploma required, college education preferred

Computer proficiency

Accurate data entry skills

Effective and professional interpersonal and customer service skills

Ability to work well under tight deadlines


# Direct Reports: 0

Physical Requirements:

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Must be able to operate office equipment including a computer and phones
  • Able to communicate both in person and by phone

The above statements are intended to describe the general nature and level of work performed by individuals assigned to the job classification. They should not be construed as an exhaustive list of all responsibilities, duties and skills required.

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